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Brookfield

872 hedge funds and large institutions have $68.4B invested in Brookfield in 2025 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 288 increasing their positions, 282 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 848872 (+24)

2% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 282

1.45% less ownership

Funds ownership: 92.73%91.28% (-1.5%)

Holders
872
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
77
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$278M
Puts
$109M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
776
Versant Capital Management
Arizona
$44.6K
AF
777
Advisornet Financial
Minnesota
$44.1K
DAM
778
Delta Asset Management
Tennessee
$42.8K
FHC
779
First Horizon Corporation
Tennessee
$40.1K
CTA
780
Colonial Trust Advisors
South Carolina
$37.7K
DJSG
781
D.J. St. Germain
Massachusetts
$37.1K
ATC
782
Adirondack Trust Company
New York
$37K
NC
783
North Capital
Utah
$35.8K
NECFA
784
New England Capital Financial Advisors
Connecticut
$34.3K
CA
785
CoreCap Advisors
Michigan
$34.3K
HNB
786
Hilltop National Bank
Wyoming
$33.1K
AAS
787
Ameritas Advisory Services
Nebraska
$32.7K
MCM
788
Manchester Capital Management
Vermont
$30K
TC
789
Truvestments Capital
Florida
$29.3K
Fifth Third Bancorp
790
Fifth Third Bancorp
Ohio
$27.3K
WPWM
791
Western Pacific Wealth Management
Illinois
$26.8K
WSC
792
Wellington Shields & Co
New York
$25.8K
BGAI
793
Bruce G. Allen Investments
Colorado
$25.7K
AWM
794
Accredited Wealth Management
Kentucky
$25.4K
BTI
795
Blue Trust Inc
Georgia
$25K
OC
796
Oakworth Capital
Alabama
$24.7K
FGA
797
Fortis Group Advisors
New Jersey
$23.1K
FWA
798
Flagship Wealth Advisors
Massachusetts
$22K
RFP
799
Root Financial Partners
California
$21.2K
CAM
800
Costello Asset Management
Pennsylvania
$21.1K